Guides for firm owners
What an AI agent can take off your team's desk today, and what stays with a CPA. Written for partners and practice managers.
- Tax document collection: how to automate the chase for missing client documentsBusy season fills up with emails asking clients for documents they sent last year. Here is how to let an agent do the sorting and the comparison with last year while your preparers keep the judgment and the client relationship.
- Section 7216 and AI: what a CPA firm needs before client tax data touches an AI toolBefore any AI project starts, a firm owner asks whether client tax data can go in. Here is what the regulations already say and what to put in place before return information reaches an AI tool.
- Uncategorized transactions in QuickBooks Online: how firms clear them across every client each monthEvery month the same items land in Uncategorized Expense and Ask My Accountant, and the same email goes out asking clients what they were. Here is how to clear them across every client file, starting with the tools you already pay for.
- IRS notice management for tax firms: how AI drafts CP2000 and penalty responses for reviewNotices arrive all year, each with a reply date, and most of the work is finding the return and comparing figures. Here is how to hand that part to an agent while a practitioner reviews every position with the client.